Ownership Transfer

1. Review the completed Notice of Sale/Ownership Change form provided by the customer. Make sure all applicable fields are completed and that the form has all required signatures and attachments. Note that the customer may have completed a DMV form. If all of the required information is on the DMV form including the required signatures, the transaction can be processed from the DMV form. (DMV forms should only be accepted for a limited time during the transition.)

Required attachments:

• Ownership document (or title) or other proof of ownership. This proof could be:
  • Inheritance Affidavit
  • Affidavit to Establish Ownership
    (along with proof of taxes paid, insurance paid, bill of sale, inheritance affidavit, security holder release notices or any other proof of ownership)
• Bill of Sale (a title with all required sign-offs can act as bill of sale)
• Any other documentation sufficient and acceptable to establish ownership.

If the application is incomplete, return it to the customer with an explanation of what is needed.

2. Verify taxes are paid (pre-collection of taxes applies if transfer is after July 1).

3. Check security interest releases or acknowledgement of sale by the security interest holder(s) listed on the Title or Ownership Document.
Other applicable documents may be:

• Change of Security Interest Form
• Signatures on Notice of Sale/Ownership Change form
• Security Interest Holder(s) may have released their interest online.
  Check the LOIS system if this has been done.

If security interest(s) have not released their interest or acknowledged the sale, return to the customer with an explanation of what is needed.

4. Remove the Tax Block on the “Message” tab and enter the information in the LOIS System.

5. Collect the $55.00 transaction fee before you click the “Process” button on the “Payment” tab. If you do not collect the fee before you process the transaction, you can not back out of it if the customer does not pay.

6. Print the transaction receipt and status document upon request. (Click on the "Documents" button to print these documents).

7. Follow the county-specific process for updating the tax roll.